Technology
The raw potential of compute and algorithmic breakthroughs as the fundamental foundation.
Built bybuilders
Operators who’ve scaled products to billions — now backing the next wave of AI.
Richard Jhang
Founder & CEO
Started
IBM Applied AI business
Since 2018
Early AI investor
“The transition from tools to agents is the biggest productivity shift since the steam engine — and we’re still early.”
What he’s built
Former Chief Innovation Officer at IBM; started its Applied AI business. Architected enterprise AI systems for Fortune 50 companies.
How he thinks
Focuses on irreversible shifts in computing. Looks for companies where AI is not a feature — but the core engine of value creation.
Perspective
Sees the world through the lens of computing power and organizational efficiency. The bridge between raw compute and business value.
How he invests
Methodical evaluation of systemic impact. He prioritizes moats built through proprietary data loops and infrastructure dominance.
What he’s built
Former Chief Innovation Officer at IBM; started its Applied AI business. Architected enterprise AI systems for Fortune 50 companies.
How he thinks
Focuses on irreversible shifts in computing. Looks for companies where AI is not a feature — but the core engine of value creation.
Perspective
Sees the world through the lens of computing power and organizational efficiency. The bridge between raw compute and business value.
How he invests
Methodical evaluation of systemic impact. He prioritizes moats built through proprietary data loops and infrastructure dominance.
Anton Borzov
Partner, Product & UX
Scaled to
1.5 billion users
Built
First designer at WhatsApp
“Powerful AI is useless if the interface breaks intent.”
What he’s built
First designer at WhatsApp. Helped scale from 0 to 1.5 billion users through radical simplicity.
How he thinks
UX is the moat in AI. If it doesn’t feel intuitive, it doesn’t scale. Evaluates products through the lens of “aliveness” — inspired by living systems and human-centered design.
Perspective
Directly with founders on product-market fit and design language. High-velocity prototyping and user empathy cycles.
How he invests
The lens of human-computer interaction. He looks for the magic in the moment where technology disappears and utility remains.
What he’s built
First designer at WhatsApp. Helped scale from 0 to 1.5 billion users through radical simplicity.
How he thinks
UX is the moat in AI. If it doesn’t feel intuitive, it doesn’t scale. Evaluates products through the lens of “aliveness” — inspired by living systems and human-centered design.
Perspective
Directly with founders on product-market fit and design language. High-velocity prototyping and user empathy cycles.
How he invests
The lens of human-computer interaction. He looks for the magic in the moment where technology disappears and utility remains.
Summer Kim
Partner, UX Research & Adoption
Conducted
1,400+ interviews in 41 countries
Built
First research teams at WhatsApp
“Delight drives adoption. Everything else follows.”
What she’s built
Deep expertise in user behavior research and adoption strategies for high-growth consumer and health tech platforms.
How she thinks
People-first. She analyzes the cultural and psychological readiness for AI tools, ensuring they solve real human pain points.
Perspective
In-depth qualitative research and GTM alignment. She helps companies scale through meaningful user retention and trust.
How she invests
The lens of behavioral science. She bridges the gap between technical capability and broad-market societal adoption.
What she’s built
Deep expertise in user behavior research and adoption strategies for high-growth consumer and health tech platforms.
How she thinks
People-first. She analyzes the cultural and psychological readiness for AI tools, ensuring they solve real human pain points.
Perspective
In-depth qualitative research and GTM alignment. She helps companies scale through meaningful user retention and trust.
How she invests
The lens of behavioral science. She bridges the gap between technical capability and broad-market societal adoption.
Arie Fisher
Partner, Computing & Commerce
Led
Cloud and commerce infrastructure at Shopify
“The new economy will be negotiated by machines. We are investing in the rails for that future.”
What he’s built
Led cloud, data, and commerce infrastructure at Shopify, including the migration to Google Cloud.
How he thinks
Focuses on systems that enable scale. Looks for infrastructure that turns into market advantage.
Perspective
Rigorous financial and hardware modeling. He backs companies that turn complex logistics into optimized automated ecosystems.
How he invests
Sees AI as the layer that optimizes global commerce — from supply chains to transactions.
What he’s built
Led cloud, data, and commerce infrastructure at Shopify, including the migration to Google Cloud.
How he thinks
Focuses on systems that enable scale. Looks for infrastructure that turns into market advantage.
Perspective
Rigorous financial and hardware modeling. He backs companies that turn complex logistics into optimized automated ecosystems.
How he invests
Sees AI as the layer that optimizes global commerce — from supply chains to transactions.
Team Philosophy
Different lenses.One conviction
Product
Translating raw capability into meaningful experiences that solve specific, high-value problems.
Adoption
Bridging the gap between possible and pervasive through user trust and behavioral alignment.
Systems
Integrating AI into the global economic and organizational fabric to create lasting structural value.